Global Research ab 6 June 2025 Global Semiconductor SIA April Data: Semis Sales Retreated After Sales in April declined from March's record high Following March's high sales, total semiconductor sales in April experienced an 11.7% M/M decline, which is in line with the 5-yr seasonal average, but ~120 bps below the 10- yr seasonal average. Excluding memory, IC sales dropped 8.3% M/M, which is ~150 bps worse than normal seasonal averages. Despite the positive tariff-related pull-in effect since "Liberation Da ...

金十数据5月9日讯，晶圆代工龙头台积电公布2025年4月自结合并营收3495.67亿台币，较3月2859.56亿 台币增长22.24%、较去年同期2360.21亿元增长达48.11%，刷新历史新高。累计前4月合并营收1.18兆台 币，较去年同期8286.65亿台币增长达43.46%，续创同期新高。展望第二季，台积电预期合并营收将升 至284~292亿美元，在新台币平均汇率32.5元假设下，毛利率估57~59%、营益率估47~49%。以此推 算，台积电第二季营收中位数创9360亿台币新高，季增11.53%、年增35.97%，毛利率、营益率中位数 略降至58%、48%。 台积电4月营收年增逾48%，创历史新高 ...